Troubleshooting

A practical checklist for the most common operational issues.

Triage Order

When something is not working as expected, verify in this order:

1. Access and authentication
2. Module permissions
3. Input validity
4. Network stability and retries
5. Module-specific constraints

Access and Session Issues

Problem: "I cannot open a module"

Checklist:

• Confirm you are authenticated
• Confirm your account includes required access group
• Reopen the module after a fresh session

If Docs open but other modules do not, this usually indicates permission scope, not a platform outage.

Problem: "My session looks inconsistent"

Checklist:

• Refresh the page once
• Sign out and sign back in
• Reopen only one module first, then expand usage

Investments Issues

Problem: "Portfolio feels messy"

Checklist:

• Reduce bucket overlap
• Re-state each bucket intent in one sentence
• Remove inactive structures that no longer serve a thesis

Problem: "I rebalance too often"

Checklist:

• Define explicit rebalance conditions
• Add a minimum waiting period between structural changes
• Revisit latest report before reallocating

Budget Issues

Problem: "My month gets chaotic near closing"

Checklist:

• Update transactions throughout the month
• Keep pending vs. paid status current
• Run mini-reviews weekly instead of end-only reviews

Problem: "Categories are not helping decisions"

Checklist:

• Simplify category taxonomy
• Keep labels stable across months
• Separate insight-oriented categories from accounting noise

Reports Issues

Problem: "Report is stuck in processing"

Checklist:

• Wait and refresh after a short interval
• Verify network stability
• Retry only if processing state remains stale for an unusual period

Problem: "Report failed"

Checklist:

• Confirm the source request is still valid
• Re-run with clear and complete context
• Capture failure pattern if repeated

Assistant Issues

Problem: "Assistant asks me to enable Proa AI"

Checklist:

• Open Settings in the app
• Enable Proa AI
• Choose at least one data source: Budget, Investments, or Reports
• Retry with one concrete review question

Problem: "I reached my AI message limit"

Checklist:

• Open Billing to review AI message usage
• Wait for the next reset if you are on Free
• Upgrade only if you need more Assistant capacity
• Remember that report quota is separate from AI messages

Problem: "Assistant says a data source is unavailable"

Checklist:

• Confirm the source is enabled in Settings
• Confirm the module has current data
• Ask a narrower question about one module first
• Reopen the source module and verify the data directly

Problem: "A proposal expired"

Checklist:

• Ask Assistant to prepare a fresh proposal
• Review the new details before confirming
• Do not confirm proposals if the source data has changed unexpectedly

Problem: "Report creation from Assistant is unavailable"

Checklist:

• Check report quota in Billing
• Confirm Reports are available in your account
• Start from Reports directly if you need to inspect report status first
• Contact support if quota and access both look correct

Escalation Package

If you need support, provide:

• Module name
• Approximate timestamp (with timezone)
• What you expected vs. what happened
• Whether this is reproducible
• Any relevant identifiers (for example, report id)

This speeds up diagnosis and reduces back-and-forth.

For support requests, email contact@getproa.app.